Evergreen Awards names Factor Financial the Best Financial Planner for Early Retirees in 2025, recognizing the firm’s innovative and client-focused approach to financial planning for travel-loving early retirees.
-- Revolutionizing Financial Planning for Adventure-Driven Early Retirees
Factor Financial has been named the Best Financial Planner for Early Retirees in 2025 by the prestigious Evergreen Awards. This accolade highlights the firm's leadership in providing tailored financial planning for a niche audience of high-achieving individuals pursuing early retirement and an adventure-rich lifestyle.
Founded by Certified Financial Planner™ Zach Chiara, Factor Financial has redefined retirement planning by focusing on transparency, innovation, and aligning wealth strategies with the lifestyle aspirations of its clients. This award acknowledges the firm’s unwavering dedication to empowering clients to transition from financial independence to lives filled with purpose and exploration.
"Our mission has always been to empower people to live life on their terms," said Zach Chiara, founder of Factor Financial. "Whether that means traveling the world, spending more time with family, or pursuing passions, we are here to help clients turn their financial goals into a fulfilling reality."
Aligning Financial Planning with Life Aspirations
Factor Financial caters specifically to the FAT FIRE community—a growing demographic of financially independent individuals and couples who prioritize experiences over material possessions. By integrating lifestyle planning into financial strategies, the firm delivers bespoke solutions tailored to the adventurous spirit of its clients.
Unlike traditional firms that rely on one-size-fits-all strategies, Factor Financial specializes in crafting tax-efficient retirement plans, customized investment strategies, and wealth management solutions that reflect the dynamic, purpose-driven lives of its clients.
"At Factor Financial, we don’t just manage money," Chiara explained. "We help clients design lives they love, ensuring their financial plans align seamlessly with their personal goals and values."
Award-Winning Innovation and Personalization
Factor Financial’s commitment to combining cutting-edge technology with personalized service has set the firm apart as an industry leader. The firm's high-tech, high-touch model simplifies complex financial challenges while fostering a human connection that builds trust and confidence.
Operating under a fee-only fiduciary model, the firm offers truly transparent and unbiased advice, minimizing conflicts of interest. This approach ensures that every recommendation is tailored to the client’s best interests, a principle that has earned Factor Financial widespread praise within the financial planning industry.
"Winning the Best Financial Planner for Early Retirees in 2025 award is a testament to our dedication to innovation, authenticity, and excellence," said Chiara. "We are proud to offer services that empower clients to make confident, informed decisions about their financial futures."
Expert Leadership and Industry Recognition
Zach Chiara’s visionary leadership has been instrumental in positioning Factor Financial as a trailblazer in the wealth management sector. Drawing on his experience with Fortune 500 companies, Chiara founded Factor Financial to address the lack of transparency and client-centricity in traditional financial planning models.
Chiara’s expertise and commitment to the FAT FIRE community have made him a trusted advisor for clients seeking a successful early retirement. With a focus on combining numerical precision with lifestyle alignment, Factor Financial has become a leader in crafting strategies that prioritize both financial growth and personal fulfillment.
Setting a New Standard in Financial Planning
Factor Financial’s recognition as the Best Financial Planner for Early Retirees in 2025 underscores the firm’s innovative approach to wealth management. By prioritizing client values, embracing advanced technology, and delivering personalized solutions, the firm has set a new standard for what financial planning can and should achieve.
The firm’s dedication to serving a niche audience of travel-loving early retirees has distinguished it in a competitive industry. From enabling world travel to safeguarding clients’ financial legacies, Factor Financial provides an unmatched blend of technical precision and personal understanding.
"We’re honored to receive this award and look forward to continuing our mission of helping clients turn their wealth into a life of adventure, freedom, and fulfillment," Chiara said.
About Factor Financial
Factor Financial is an independent, fee-only fiduciary Registered Investment Advisor specializing in tax-efficient financial planning and lifestyle-focused wealth management for travel-loving early retirees. The firm offers expert guidance in retirement planning, tax saving strategies, and investment management, empowering clients to design adventurous and purpose-driven lives.
For more information, visit factorfinancialplanning.com.
Media Contact
Zach Chiara
Founder, Financial Planner
Email: Zach@factorfinancialplanning.com
Contact Info:
Name: Zach Chiara
Email: Send Email
Organization: Factor Financial
Website: https://factorfinancialplanning.com/
Release ID: 89151428
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